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SHP Wealth Management

Q2 2026 13F filing

Updated 30 days ago

1,981 disclosed positions worth $1.5B

Portfolio value
$1.5B
Total holdings
1,981
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$395.4M
Shares
575.7K
% Port
27.20%
?
2.N/A

INVESCO EXCH TRADED FD TR II

Value
$123.3M
Shares
2.04M
% Port
8.48%
E

ISHARES TR

Value
$96.2M
Shares
1.27M
% Port
6.61%
I

ISHARES TR

Value
$94.1M
Shares
500.3K
% Port
6.47%
V
5.VSH

VICTORY PORTFOLIOS II

Value
$90.4M
Shares
1.79M
% Port
6.22%
F
6.FIS

FIDELITY COVINGTON TRUST

Value
$71.6M
Shares
1.71M
% Port
4.92%
J

J P MORGAN EXCHANGE TRADED F

Value
$59.1M
Shares
1.05M
% Port
4.07%
S
8.SPY

STATE STR SPDR S&P 500 ETF T

Value
$26.3M
Shares
35.2K
% Port
1.81%
?
9.N/A

FRANKLIN TEMPLETON ETF TR

Value
$25.9M
Shares
1.13M
% Port
1.78%
?
10.N/A

ISHARES TR

Value
$23.1M
Shares
493.4K
% Port
1.59%
I
11.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$22.2M
Shares
130.8K
% Port
1.53%
A
12.AAPL

APPLE INC

Value
$21M
Shares
72.6K
% Port
1.44%
N
13.NVDA

NVIDIA CORPORATION

Value
$20.7M
Shares
103.4K
% Port
1.42%
Q
14.QQQ

INVESCO QQQ TR

Value
$13.3M
Shares
18.0K
% Port
0.91%
F
15.FIS

FIDELITY COVINGTON TRUST

Value
$12.7M
Shares
210.8K
% Port
0.87%
B
16.BEN

LEGG MASON ETF INVT

Value
$10.1M
Shares
248.0K
% Port
0.69%
A
17.AMZN

AMAZON COM INC

Value
$9.9M
Shares
41.6K
% Port
0.68%
F
18.FPF

FIRST TR EXCHANGE TRADED FD

Value
$9.6M
Shares
402.5K
% Port
0.66%
M
19.MSFT

MICROSOFT CORP

Value
$8.3M
Shares
22.3K
% Port
0.57%
G

ALPHABET INC

Value
$7.7M
Shares
21.6K
% Port
0.53%
V
21.VGES

VANGUARD INDEX FDS

Value
$6.9M
Shares
18.5K
% Port
0.47%
E
22.ETHA

ISHARES TR

Value
$5.6M
Shares
7.4K
% Port
0.38%
G

GOLDMAN SACHS ETF TR

Value
$5.5M
Shares
92.9K
% Port
0.38%
G

ALPHABET INC

Value
$4.6M
Shares
12.9K
% Port
0.31%
M
25.MU

MICRON TECHNOLOGY INC

Value
$4.4M
Shares
3.8K
% Port
0.30%
M
26.META

META PLATFORMS INC

Value
$4.2M
Shares
7.5K
% Port
0.29%
V
27.VGES

VANGUARD INDEX FDS

Value
$4.2M
Shares
19.1K
% Port
0.29%
T
28.TSLA

TESLA INC

Value
$3.8M
Shares
9.2K
% Port
0.26%
J

J P MORGAN EXCHANGE TRADED F

Value
$3.8M
Shares
53.1K
% Port
0.26%
M

MORGAN STANLEY

Value
$3.8M
Shares
18.1K
% Port
0.26%
V
31.VGES

VANGUARD INDEX FDS

Value
$3.5M
Shares
43.4K
% Port
0.24%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.5M
Shares
7.0K
% Port
0.24%
J

JPMORGAN CHASE & CO

Value
$3.4M
Shares
10.4K
% Port
0.23%
F
34.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$3.3M
Shares
36.9K
% Port
0.23%
A
35.AVGO

BROADCOM INC

Value
$3.2M
Shares
8.4K
% Port
0.22%
J

J P MORGAN EXCHANGE TRADED F

Value
$3.1M
Shares
50.5K
% Port
0.21%
V
37.VGES

VANGUARD TAX-MANAGED FDS

Value
$3.1M
Shares
43.5K
% Port
0.21%
A
38.AMAT

APPLIED MATLS INC

Value
$3.1M
Shares
4.2K
% Port
0.21%
S
39.SYY

SYSCO CORP

Value
$3M
Shares
35.5K
% Port
0.20%
X
40.XOM

EXXON MOBIL CORP

Value
$3M
Shares
21.7K
% Port
0.20%
Q
41.QUBT

ETF SER SOLUTIONS

Value
$2.9M
Shares
17.6K
% Port
0.20%
F
42.FIS

FIDELITY MERRIMACK STR TR

Value
$2.9M
Shares
63.3K
% Port
0.20%
L
43.LLY

ELI LILLY & CO

Value
$2.8M
Shares
2.4K
% Port
0.19%
N
44.NOC

JANUS DETROIT STR TR

Value
$2.7M
Shares
53.0K
% Port
0.18%
A
45.ABBV

ABBVIE INC

Value
$2.6M
Shares
10.5K
% Port
0.18%
S

SPDR INDEX SHS FDS

Value
$2.5M
Shares
29.1K
% Port
0.17%
C
47.CAT

CATERPILLAR INC

Value
$2.4M
Shares
2.2K
% Port
0.16%
R
48.RTX

RTX CORPORATION

Value
$2.2M
Shares
11.8K
% Port
0.15%
A
49.ADP

AUTOMATIC DATA PROCESSING IN

Value
$2.2M
Shares
10.0K
% Port
0.15%
J
50.JNJ

JOHNSON & JOHNSON

Value
$2.2M
Shares
8.5K
% Port
0.15%